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Picks Performance:
Outperforms
9 %
of community
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All-time Return
-28.90%
(in over 2 years)
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Risk (SD)
Aggressive
0.00%
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Sharpe Ratio
-36.42
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Followers
3
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Winning Picks
2
of
8
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Total Views
5410
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Value Blogger Investor's Blog Posts
My new blog
07/31/07
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Readers,
I’ve recently co-launched a new blog — Hedge Funnies. While this site doesn’t offer investing ideas, I think many of you will find this site very interesting and entertaining.
I’d love your thoughts — please feel free to email me, Kevin@HedgeFunnies.com.
<ma...
Where to read me now
07/19/07
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I’ve received several emails from former readers of ValueBlogger who are interested in where they can read me now. Currently I write for two blogs:
-BloggingStocks
-BloggingBuyouts
Enjoy and please email me Kevin.A.Kelly@Weblogsinc.com with any questions.
Cheers!
<map name="google_ad_map_CE...
uWink: A Promising Project from Gaming’s Most Legendary Entrepreneur
11/09/06
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Note: This is the first ValueBlogger “Proprietary Research” report. This report, like the next few, is free of cost so readers can have a sample of my “premium research.” While the idea, uWink, is not a conventional value idea, my writing partner on the project (Zac Bissonn...
The Future of ValueBlogger.com
11/02/06
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Readers, I have several big announcements to make regarding the direction of ValueBlogger.com. I have always had several goals with my blog, mainly to interact with readers in a productive way and build my name amongst the flourishing value community that exists today. However, due to a recent even...
Festival of Stocks - October 30, 2006
10/30/06
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Hello,
Welcome to my blog, ValueBlogger.com! Feel free to look around and check out my recent posts and ideas. If readers are interested in value investing blogs I recommend they check out my recent project, TheValueBlogs.com!
Enough commercials, time for the carnival!
MillionDollarCountDown presen...
A Call For Posts
10/26/06
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Bloggers, this week ValueBlogger.com is hosting the Festival of Stocks, an excellent “blog carnival” with a stock and investing focus. The submission flow has been excellent and if you would like to submit a post click here. Thanks!
<map name='google_ad_map_6qwQAgL8LxTm8.lRn2jhySAHMJ...
On The Efficient Market Theory, Indexing, and Portfolio Construction
10/23/06
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Proponents of the efficient market theory tend to make one main argument: If the majority of market participants have underperformed the broad market averages, why won’t you? Essentially, I believe the value approach isn’t what the majority of market participants are using. In fact, a...
Time for an Encore?
10/19/06
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I’m often asked about my idea finding process. To be honest, it’s not an easy process to generate ideas, especially enough to fulfill the demands of the “blogosphere.� I try to stay up to the daily news (via WSJ, NY Times, FT, etc.) and I read several periodicals (Economist...
Nygren’s Commentary
10/16/06
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The Oakmark and Oakmark Select mutual funds are run by one of my favorite investors, Bill Nygren. At the end of each quarter, Nygren’s commentary to investors of the Oakmark and Oakmark Select funds can be viewed for free on the internet. To read Nygren’s 3rd quarter commentary click ...
Critical Lessons from the Amaranth Debacle
10/13/06
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Amaranth Advisors, a prominent Greenwich multistrategy hedge fund, was known for its huge asset base of $9 billion and solid performance through August of 2006. As a multistrategy fund, Amaranth allocated their capital to various internal managers employing an assortment of strategies. Oddly enough...
A Facebook Acquisition Would Make Sense
10/12/06
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While technology isn’t my strong point I believe the topic of Facebook is one that I can contribute to. I am a user of Facebook and I have deeply thought about Facebook’s business model. Upon speaking to a business contact about why I think Facebook would make sense for an acquisition...
Why I Doubt This Rumor Will Become News
10/11/06
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There are rumors circulating that value superstar Eddie Lampert might be launching a bid for Anheuser-Busch (BUD) for $56 per share due to an initial report from the Times of London. While I am bullish on the stock (it is a position in my rather focused portfolio), I am highly suspect to rumors that...
Why Study the “Fundamentals�?
10/10/06
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I received an email from a reader, Ryan, yesterday. Ryan had this to say:
What’s the point of studying the fundamentals. I know things can be cheap and all but really how can you outsmart a team of analysts?? At least with ta [technical analysis] you have a chance…
Ryan makes a point ...
StockPickr.com Review
10/09/06
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StockPickr.com has been circulating amongst the investment community during the last several weeks. What is StockPickr? It is a website where investors enter their favorite long and short investment ideas. Users can choose to write a brief “blurb� of commentary on any idea if they so pl...
Time to Take a Shot at DAC Technologies (DAAT.OB)?
10/08/06
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DAC Technologies (DAAT.OB), a provider of various goods for sportsmen and outdoorsmen, seems like a GAERP (growth at extremely reasonable price) situation. Saying that, the stock is not without risk – various related party transactions and revenue concentration worry me and will be covered in...
Luck of the Irish in iPass?
10/03/06
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iPass provides software-enabled enterprise connectivity services for remote and mobile workers. The company’s primary product, iPass Corporate Access, allows organizations to provide their employees with secure access to the organization’s proprietary networks in over 160 countries thoug...
About TheValueBlogs.com
10/03/06
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Just the other day, my friend Mike Price and I launched a website by value investors, for value investors. The website, www.TheValueBlogs.com, essentially is a value-focused free service that collects high quality blog content from the internet into an easy-to-read website. In our extremely short h...
Home Depot: Valuation First, Emotion Second
09/28/06
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Home Depot serves several groups: the Do-It-Yourself customers, the Do-It-For-Me customers, and professional contractors. The company’s Do-It-Yourself customers are usually homeowners who purchase products at Home Depot which they intend to install themselves at their homes. These clients re...
Real Value in Realogy?
09/26/06
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Realogy (H) is an integrated real estate services company. It operates in four different real estate-related segments: Real Estate Franchising, Company Owned Real Estate Brokerage, Relocation Services, and Title and Settlement Services. The company has some excellent brands including Century 21, Co...
The Buffett Partnership Letters (Part III)
09/24/06
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Part I, Part II
1965
Buffett explains why he believes large investment companies tend to underperform the partnership and the markets as a whole. He says:
“I think it’s a product of: (1) group decision – my perhaps jaundiced view is that it is close to impossible for outstanding i...
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More about Value Blogger Investor
Avg exp holding time:
1043.33 days
Website:
valueblogger.com/
About Me:
Although I used to carry my head high when I referred to myself as a technician and a trader, I began
... more
Although I used to carry my head high when I referred to myself as a technician and a trader, I began to realize several things. First, a stock (in the long term) isn’t merely a ticker, it’s an ownership stake in a corporation with cash flows, a balance sheet, and sales. Therefore, because there are people in the marketplace who trade assets based on the short term (a valid strategy for some) stocks can trade at huge discounts (or premiums) from their true, intrinsic values which will be reached in the long term. An investor who learns how to understand and value businesses can learn to take advantage of Mr. Market’s irrationality and profit by purchasing assets for 40 to 70 cents on the dollar.
I’ve evolved from candlestick charts to cash flow statements and technical indicators to income statements by, among other things, reading more than 50 books on investing, studying the letters of Warren Buffett, and speaking with some of the brightest investors around. Some of the people who’ve had the most influence on my investing strategies include: James Altucher (Formula Capital, Trade like a Hedge Fund, Trade Like Warren Buffett, Supercash), Warren Buffett (Berkshire Hathaway), Charlie Munger (Berkshire Hathaway, Wesco), Joel Greenblatt (Gotham Capital, The Little Book that Beats the Markets, You Can Be a Stock Market Genius), Thomas Hudson (Pirate Capital), Whitney Tilson (Tilson Funds, Value Investor Insight), Hewitt Heiserman (It’s Earnings that Count), Ben Graham (The Intelligent Investor, Security Analysis) and Shai Dardashti (Dardashti Capital).
Good luck in your investing pursuits!
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